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BALL Stock Analysis - BALL Corp AI Rating

BALL NYSE Metal Cans IN CIK: 0000009389
Recently Updated • Analysis: Mar 20, 2026 • SEC Data: 2025-12-31
AI Rating
HOLD
62% Confidence

📊 BALL Key Takeaways

Revenue: $13.2B
Net Margin: 6.9%
Free Cash Flow: $788.0M
Current Ratio: 1.11x
Debt/Equity: 1.30x
EPS: $3.30
AI Rating: HOLD with 62% confidence

Investment Thesis

Ball Corp demonstrates solid revenue growth (11.6% YoY) and generates substantial free cash flow ($788M), supporting its dividend and debt servicing. However, the company faces concerning profitability pressures with extremely low gross margins (3.6%), deteriorating EPS (-74.6% YoY), and weak interest coverage (0.6x) that leaves minimal room for operational disruption in its cyclical metal packaging business.

BALL Strengths

  • + Strong revenue growth of 11.6% YoY indicating market demand resilience
  • + Solid free cash flow generation ($788M) providing financial flexibility
  • + Healthy ROE of 16.8% and ROA of 4.7% demonstrating capital efficiency
  • + Substantial operating cash flow ($1.3B) supporting capital investments and shareholder returns

BALL Risks

  • ! Critically low gross margin of 3.6% with minimal pricing power in commodity metal cans market
  • ! Interest coverage ratio of 0.6x indicates insufficient operating income to cover debt obligations, creating refinancing risk
  • ! EPS collapsed 74.6% YoY despite revenue growth, suggesting significant cost pressures or unusual items
  • ! High leverage ratio of 1.30x Debt/Equity with $7.1B long-term debt limits financial flexibility
  • ! Weak quick ratio of 0.75x signals potential near-term liquidity constraints
  • ! Low operating margin of 1.5% provides minimal cushion for market downturns or input cost spikes

Key Metrics to Watch

BALL Financial Metrics

Revenue
$13.2B
Net Income
$912.0M
EPS (Diluted)
$3.30
Free Cash Flow
$788.0M
Total Assets
$19.5B
Cash Position
$1.2B

💡 AI Analyst Insight

BALL Corp presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

BALL Profitability Ratios

Gross Margin 3.6%
Operating Margin 1.5%
Net Margin 6.9%
ROE 16.8%
ROA 4.7%
FCF Margin 6.0%

BALL vs Default Sector

How BALL Corp compares to Default sector averages

Net Margin
BALL 6.9%
vs
Sector Avg 12.0%
BALL Sector
ROE
BALL 16.8%
vs
Sector Avg 15.0%
BALL Sector
Current Ratio
BALL 1.1x
vs
Sector Avg 1.8x
BALL Sector
Debt/Equity
BALL 1.3x
vs
Sector Avg 0.7x
BALL Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

BALL Balance Sheet & Liquidity

Current Ratio
1.11x
Quick Ratio
0.75x
Debt/Equity
1.30x
Debt/Assets
72.2%
Interest Coverage
0.62x
Long-term Debt
$7.1B

BALL 5-Year Financial Trend

BALL 5-year financial data: Year 2021: Revenue $13.8B, Net Income $536.0M, EPS $1.66. Year 2022: Revenue $15.3B, Net Income $582.0M, EPS $1.76. Year 2023: Revenue $15.3B, Net Income $878.0M, EPS $2.65. Year 2024: Revenue $13.4B, Net Income $732.0M, EPS $2.25. Year 2025: Revenue $13.2B, Net Income $711.0M, EPS $2.23.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: BALL Corp's revenue has remained relatively flat over the 5-year period, with a 5% decline. The most recent EPS of $2.23 reflects profitable operations.

BALL Growth Metrics (YoY)

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
6.0%
Free cash flow / Revenue

BALL Quarterly Performance

Quarterly financial performance data for BALL Corp including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $3.1B $199.0M $0.65
Q2 2025 $3.0B $159.0M $0.51
Q1 2025 $2.9B $179.0M $0.63
Q3 2024 $3.1B $199.0M $0.64
Q2 2024 $3.0B $159.0M $0.51
Q1 2024 $2.9B $180.0M $0.56
Q3 2023 $3.6B $204.0M $0.64
Q2 2023 $3.6B -$165.0M $-0.55

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

BALL Capital Allocation

Operating Cash Flow
$1.3B
Cash generated from operations
Stock Buybacks
$1.3B
Shares repurchased (TTM)
Capital Expenditures
$474.0M
Investment in assets
Dividends Paid
$220.0M
Returned to shareholders

BALL SEC Filings

Access official SEC EDGAR filings for BALL Corp (CIK: 0000009389)

📋 Recent SEC Filings

Date Form Document Action
Mar 17, 2026 DEF 14A tm2525516-2_def14a.htm View →
Mar 5, 2026 4 xslF345X05/form4.xml View →
Mar 2, 2026 4 xslF345X05/form4.xml View →
Mar 2, 2026 4 xslF345X05/form4.xml View →
Mar 2, 2026 4 xslF345X05/form4.xml View →

Frequently Asked Questions about BALL

What is the AI rating for BALL?

BALL Corp (BALL) has an AI rating of HOLD with 62% confidence, based on fundamental analysis of SEC EDGAR filings.

What are BALL's key strengths?

Strong revenue growth of 11.6% YoY indicating market demand resilience. Solid free cash flow generation ($788M) providing financial flexibility.

What are the risks of investing in BALL?

Critically low gross margin of 3.6% with minimal pricing power in commodity metal cans market. Interest coverage ratio of 0.6x indicates insufficient operating income to cover debt obligations, creating refinancing risk.

What is BALL's revenue and growth?

BALL Corp reported revenue of $13.2B.

Does BALL pay dividends?

BALL Corp pays dividends, with $220.0M distributed to shareholders in the trailing twelve months.

Where can I find BALL SEC filings?

Official SEC filings for BALL Corp (CIK: 0000009389) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is BALL's EPS?

BALL Corp has a diluted EPS of $3.30.

How is the AI analysis conducted?

Our AI (Claude) analyzes publicly available SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports to evaluate financial health, profitability ratios, balance sheet strength, and growth metrics.

Disclaimer: This analysis is generated by Claude AI based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 20, 2026 | Data as of: 2025-12-31 | Powered by Claude AI